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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $769,096 | $84,236+813.0% | $170,435+351.3% | $70,126+996.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.45% | 23.06%-6.6pp | 205.94%-189.5pp | 73.15%-56.7pp |
| Employer contribution / active EE | $30,531 | $3,387+801.4% | $5,432+462.0% | $2,343+1203.3% |
| Participant deferral / active EE | $15,096 | $3,086+389.2% | $4,939+205.6% | $3,332+353.1% |
| Admin fee / account holder | $3,710 | $5,698-34.9% | $13,881-73.3% | $4,645-20.1% |